Many of us have heard or seen the stories from people we know. A former colleague had plans to retire but could not do so because a significant position in the stock of his employer unexpectedly took a large tumble and may not recover. Or, you may have heard about an acquaintance who thought about [...]
Let’s face it – the subject of economics is not on most people’s “top ten” list of favorite things to read about. And the area of the economics field I am writing about today – inflation and why you should think about it during mid- life career transition or retirement planning – may seem even [...]
Is a long life overrated? How important is it for you to live to age 90 or even 100? My guess, based on various surveys I have read on the subject, is that these goals may not be important. It seems that many of us attach more significance to the quality of our lives life [...]
If you are like the many people I talked to over the spring and summer months, you might be questioning the rationality of the stock market. Millions of Americans are unemployed, some large and small businesses have been closing or filing for bankruptcy in the wake of the Covid-19 crisis, and Congress is deadlocked [...]
Is financial planning dead or much less relevant than in the past? I do not think so, but the question is actually fair given many changes that have occurred in the world during the past several years. Traditional methods used to make personal financial decisions and plan for the future do not fit as well [...]
As you navigate your journey through mid life job loss or career transition, there are undoubtedly many topics and concerns that are on your mind. My recent articles have discussed these matters, including your feelings about your career goals and whether you want to keep working! One of the key points I emphasize is that [...]
Most of us understand that striving for perfection, whether it relates to our careers, health, or relationships or in any part of life, can be useful, even if most of us know that “perfect” is often an unrealistic standard. For people with high aspirations, the idea of trying to attain supreme excellence or completeness can [...]
Is retirement an antiquated idea? Should it go away like the horse and buggy did a century ago? If not, what new experiences and possibilities should professionals think about as they enter the latter years of their working careers? I think about these questions frequently, because the primary focus of my wealth management practice has [...]
Career transition or job loss is always an important life event but can have especially significant implications when it occurs in mid-life. And when you find yourself facing mid life job change during a global pandemic, there really are many important topics to think about! The time when you are in your 50s or early [...]
Having just passed the midpoint for the year 2020, I have been reflecting about these unusual times of the Coronavirus. My mind keeps returning to the often used quote “The truth is stranger than fiction”. This old saying, which some think was first written 200 years ago by Lord Byron in his satiric poem “Don [...]
